Who We Serve

Our unique investment approach allows BEC to fit the needs to both taxable and tax-exempt investors, including high net worth individuals, endowments and foundations, corporations, pensions & retirement plans, and trusts & charitable trusts. As a small firm, we have direct relationships with each of our clients and take pride in our collaborative approach. BEC has no affiliated businesses, and it is our intention to continue to grow the business as we have since our inception, one relationship at a time.

Investment Strategy

BEC serves as an Outsourced Chief Investment Officer (“OCIO”), and in this role, we serve as a fiduciary for all of our clients. All client assets are managed on a fully discretionary basis. Unlike many other OCIOs who manage commingled investment pools, all BEC client accounts are managed on a separately managed account (SMA) basis. All of our portfolios are diversified across asset classes, geographies, market capitalizations, industry sectors, and style, and our exposure to each primary asset class is governed by strict policy ranges. BEC utilizes exchange traded funds (ETFs) rather than active managers or traditional mutual funds to achieve our asset allocation.